A complete list of active advisors currently associated with Financial Advantage Advisors Co.
Warmer can help you find a great advisor at Financial Advantage Advisors Co. or one who fits your needs even better.
Financial Advantage Advisors Co. is an independent, single‑advisor registered investment adviser that serves individual clients, including a subset of high‑net‑worth clients, managing $20,584,793 across 65 accounts. The firm offers financial planning, ongoing portfolio and asset management, referrals to third‑party money managers, and access to wrap‑fee programs. The firm’s investment approach is value‑oriented and built around model mutual fund allocation portfolios (the BP and SBP series developed in the 1990s), using a predominantly buy‑and‑hold posture with tactical and strategic asset‑allocation tools and limited option strategies (covered calls and protective puts). Portfolios are implemented mainly with mutual funds and ETFs (the brochure reports roughly 49% equities/ETFs, 31% mutual funds and 20% cash/cash equivalents) and may be adjusted for special situations or moved to cash when considered appropriate. What is distinctive for a solo independent adviser is that the firm’s adviser also acts as a registered representative of a broker‑dealer and operates an affiliated insurance agency and tax service, so recommendations can be implemented in the adviser’s separate, commission‑bearing capacities and the firm may receive commissions or referral/fee‑sharing payments (the FAAP program notes about 8% of fees are paid to the broker‑dealer). The brochure discloses these relationships and the firm’s referral arrangements with third‑party managers as potential conflicts of interest and explains procedures for client disclosure and oversight.
To learn more about the advisors currently working at Financial Advantage Advisors Co., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Windsor, CT
| 44
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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